LaRocco & Associates

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Kari LaRocco

Kari LaRocco

CFP®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kari LaRocco's website
Kimberly Wilson

Kimberly Wilson

CRPC®

Associate Financial Advisor

Visit Kimberly Wilson's website

Team

Dairesse Torres

Dairesse Torres

Operations Director

Roles & Responsibilities

  • Account Maintenance
  • Transaction Request, new account set up, business processing
  • Estate Settlements
  • Practice operations
  • Compliance/ Licensing
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Lauren Scheffer

Lauren Scheffer

Executive Assistant

Roles & Responsibilities

  • Calendaring/Scheduling/Reception
  • Event Coordination
  • New client set up/ Client Assistance
  • Operations Assistant
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